This program will provide you with a real-world guide to multi-faceted planning for the elderly, including planning with revocable living trusts, significant health care and maintenance issues, late-in-life divorces and remarriages, and working with clients with diminished capacity.

An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

ESTATE PLANNING FOR ELDERLY, PART 1 & PART 2, 2 CLE hours

Estate planning for the elderly involves far more than the tax planning of conventional trust and estate planning. Elderly clients are often motivated by fears of outliving their assets, the need to make advance medical decisions about their health care, funding long-term care at home or in a nursing facility, and helping provide for the education of grandchildren. In addition, elderly clients divorce and remarry late in life, greatly complicating planning. There is also the increasingly pervasive challenge of working with clients with diminished capacity – or finding a way to work at the direction of their heirs or fiduciaries. This program will provide you with a real-world guide to multi-faceted planning for the elderly, including planning with revocable living trusts, significant health care and maintenance issues, late-in-life divorces and remarriages, and working with clients with diminished capacity.

Day 1 – December 14, 2017

·Overview state and trust planning for the elderly

·Issues related to client competence, undue influence, and dependence

·Planning with revocable living trusts

·Late-in-life divorces, remarriages, and impact on inheritance

·Avoiding post-mortem disputes with family and other potential claimants

Day 2 – December 15, 2017:

·Drafting advanced medical directives and the use of health care surrogates

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.